We support and advise our clients on all aspects of wealth planning and estate structuring by selecting the most suitable asset structures or investment instruments for their needs.
We establish and manage trusts, foundations, or holding structures tailored to our clients' specific requirements and assist them in the systematic evaluation of these structures.
Fiduciary & Trust Services
Philanthropy
We help our clients realise their charitable visions and strategies through our philanthropic planning and consulting services.
Furthermore, we assist them in structuring and monitoring charitable projects to ensure the proper and efficient use of donated funds.
We can organise consolidated reporting services across all asset classes, including detailed performance reports, and provide general administrative and accounting services through established local accounting firms.
Reporting & Administration
Asset Managers & Custodian Banks
We assist our clients in selecting asset managers and custodian banks using our specialised selection criteria, ensuring they have access to the most suitable managers, investment solutions, and banks on the market.
Furthermore, we appoint and supervise asset managers and monitor the services of financial institutions to ensure greater transparency regarding bank fees and performance figures.
